---
schema_version: "1"
id: d556e15a9cedbf387324447459408a748cd64e384cd0808874038b6ac95d773d
title: Clone and Customize Prebuilt Flexcard for Collections Summary
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_clone_customize_flexcard_collections_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_clone_customize_flexcard_collections_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f7d3f3bc4f46f3cd89c22703798e4f58b20100483c87d8860e09ccf5c7a2e3ad
description: Clone the prebuilt flexcard, ShowCollectionsSummaryForAccount. Link the Data Processing Engine definition that you cloned and customized earlier.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Clone and Customize Prebuilt Flexcard for Collections Summary

Clone the prebuilt flexcard, ShowCollectionsSummaryForAccount. Link the Data Processing Engine definition that you cloned and customized earlier.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d2049e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d2049e68 ">To clone the prebuilt Flexcard:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d2049e68 ">
              <p>Collections and Recovery Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Omnistudio Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Flexcards**.
2. Open the ShowCollectionsSummaryForAccount Flexcard.
3. Click **Clone**.
4. Enter the name, and description, and save the changes.
5. Open the cloned Flexcard.
6. From the Setup panel, expand Datasource.
7. Under the Test Parameters section, for the recordId key, enter the record ID of the Data Processing Engine definition that you cloned and customized earlier.
    
    You can get the record ID of the cloned Data Processing Engine definition by running this API endpoint.
    
    ```
    ‘SELECT Id FROM BatchCalcJobDefinition WHERE DeveloperName = '<API name of the cloned definition>'’
    ```
8. Save the changes and activate the cloned Flexcard.